Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

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Reports

Showing 135

Report Runtime Filters

It would be beneficial to have the ability to have runtime filters built into the crystal reports, be recognized within the ProjectSight envirnoment, and have the ability to filter based on Null values.
Ricci Stevens over 2 years ago in PS Web App & Platform / Reports 0

Report with bounced and blacklisted email addresses

Ability to get a daily report on email addresses that have bounced along with any email addresses that have been blacklisted (emails/notifications that have come from their Portfolios).
Guest over 2 years ago in PS Web App & Platform / Reports 0

Ability to have the option to link, embed and attach linked files from a list view

Printing to email from the List View currently does not have the option to link, embed and attach linked files as compared to print to email from a record.
Trimble ProX Team over 2 years ago in PS Web App & Platform / Reports 0

Meeting Minutes comment formatting doesn't allow for tiered bullets

The Meeting Minutes comments allow for formatting of tiered bullet/numbered lists within the module, but the report printouts don't capture those formats. In one of my latest Minutes, I had items 1a, 1b, and 1c, but the report showed them as items...
Guest almost 3 years ago in PS Web App & Platform / Reports 4

Print page footers on attachments (page numbers)

Currently page footers only print on the base report and do not get carried down to the attachments. It would be great if these footers printed on the attachments as well so there is an accurate page count for the entire document.
Hunter Dickerson almost 3 years ago in PS Web App & Platform / Reports 0

Ability to take file names off the header of attachments when printing

Currently attachments print with the file name as the header. It would be great if we had the choice remove this.
Hunter Dickerson almost 3 years ago in PS Web App & Platform / Reports 0 Future consideration

Need the ability to re-order attachments in the print screen

Currently, when printing a report with attachments, the attachments print in alphebetical order by name or description. It would be great if you could specify the order of the attachments within the print screen.
Hunter Dickerson almost 3 years ago in PS Web App & Platform / Reports 0

Ability to reduce the list of projects (filter) in the portfolio when running a report - instead of the manually selecting which project(s) to include on the report

Ability to reduce the list of projects (filter) in the portfolio when running a report - instead of the manually selecting which project(s) to include on the report.
Guest almost 3 years ago in PS Web App & Platform / Reports 0

Report Audit Tracking

Can a History Tab be added to reports? Or at least a Created By / Last Modified By? Keeping track of who created custom reports or when they were added to the system would be extremely helpful. We use the notes field to update when something was a...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Reports 0

Ad Hoc Reporting Size

Having the option to select letter size or legal size in regards to Ad Hoc template outputs would make them a little more user friendly in accomodating more information.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Reports 0 Future consideration

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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